Purkiss Capital Advisors LLC

All 13F Filings

Location
Ridgefield, CT
Most recent 13F
Q2 2026
Holdings value ($000)
262,660
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/30/2026 189 262,660 13F-HR Purkiss Capital Advisors LLC
Q1 2026 5/4/2026 168 227,438 13F-HR Purkiss Capital Advisors LLC
Q4 2025 2/4/2026 165 213,331 13F-HR Purkiss Capital Advisors LLC
Q3 2025 10/31/2025 167 209,015 13F-HR Purkiss Capital Advisors LLC
Q2 2025 8/1/2025 153 179,867 13F-HR Purkiss Capital Advisors LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 199.8 K 76.1% 29.14 K 0 29.14 K
ETFs 62.88 K 23.9% 6.093 K 0 6.093 K
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Fund Snapshot

Q2 2026
Latest filed
7/30/2026
Total value ($000)
262,660
Holdings
189
QoQ value change ($000)
35,222 (15.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.